Richards, Merrill & Peterson’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Richards, Merrill & Peterson’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$624K	Buy	3,157 +200	+7%	+$38.7K	0.2%	111
2026 Q1	$545K	Sell	2,957 -51	-2%	-$9.53K	0.2%	109
2025 Q4	$534K	Hold	3,008	–	–	0.2%	108
2025 Q3	$525K	Hold	3,008	–	–	0.23%	109
2025 Q2	$495K	Hold	3,008	–	–	0.24%	104
2025 Q1	$483K	Hold	3,008	–	–	0.25%	94
2024 Q4	$487K	Buy	+3,008	New	+$507K	0.25%	94

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Richards, Merrill & Peterson's VOE Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 6.8% in Q2 2026, buying an estimated $38.7K and bringing the position to 3,157 shares worth $624K. The position accounts for 0.2% of the portfolio, ranked #111.

Richards, Merrill & Peterson first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Richards, Merrill & Peterson held 3,157 shares of Vanguard Morningstar Mid-Cap Value ETF worth $624K as of Q2 2026.
Richards, Merrill & Peterson bought 200 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $38.7K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.2% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #111 holding.
Richards, Merrill & Peterson first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.